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Feature Suggestions for Maximizer CRM

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9 results found

  1. Improve the initial search result view when saving email from Outlook using the Web toolbar

    It is not always possible to differentiate between records that are displayed by the "Save Email to ..." when saving emails to Maximizer when using the Maximizer Web Toolbar for Outlook.

    This is more of a problem for Opportunities as not everyone can distinguish between Opportunities by only using the Company / Status / Stage / Close date / Objective fields. We have customers were they have multiple open opportunities with the same customer and the only differentiator between opportunities is the product, so the current search result doesn’t help.

    This is less of a problem for Cases and Address…

    89 votes
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    Released  ·  10 comments  ·  Email  ·  Admin →
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  2. Make email read and compose windows non-modal

    Can we have Maximizer as convenient to use as Outlook is in its ability to have several email windows open simultaneously for reading and composing? I believe in using Maximizer, obviously, but at the moment if I am composing an email and the phone rings I am stuck - I have to come out of the email in order to handle any outcomes from the call using Maximizer. Does anyone agree with me that this is very inconvenient? Wikipedia (!) says "A modal window blocks all other workflow in the top-level program until the modal window is closed". This is…

    34 votes
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    Released  ·  3 comments  ·  Email  ·  Admin →
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  3. Saving Email to Opportunites - Outlook toolbar

    The saving email to Opportunity function using the Outlook tool bar seems to pre-select every Opportunity associated to that entry.
    In turn this now saves the email to each one unless you remove the check-boxes manually - not good if there were a large quantity of them.
    Could the default not be to have any selected and the user selects the correct Opportunitie(s)?

    12 votes
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    2 comments  ·  Email  ·  Admin →
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    Released  ·  Connie responded

    Great suggestion. This has been implemented for both saving emails to opps and cases through the Outlook Add-In Toolbar. The feature will be release in our Winter Release near the end of the year. Thanks everyone!

  4. 15 votes
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    2 comments  ·  Email  ·  Admin →
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    Released  ·  Connie responded

    This will be available in the Winter Release near the end of the year!

  5. Attach an email to a customer service case or an opportunity through outlook.

    Our company would really benefit from being able to attach an email to a customer service case or an opportunity through outlook. Now that you have removed the Email feature in Maximizer Web, our web users are unable to attach email to Opps or Cases. This is a very important feature that we lost when we upgraded.

    16 votes
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    Released  ·  4 comments  ·  Email  ·  Admin →
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  6. "User" merged fields in email templates

    Using Word, it is possible to add "User" fields such as "My Display Name" and "My Email Address" to a template. This feature is currently not available for Email Templates.

    68 votes
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    4 comments  ·  Email  ·  Admin →
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    Released  ·  Maximizer Admin responded

    You can insert any basic field or UDF of an Address book entry, opportunity, case or user information (such as contact details of the sender or today’s date or other) as a merge field in email template

  7. Save emails to Opps & Cases in Web Access

    We should be able to save incoming and outgoing emails to opportunities and cases when using Web Access.  For example at the moment we can save incoming emails to address book entries, and we can create new cases from incoming emails, but we cannot save incoming emails to existing opportunities nor to existing cases. For a long time the Windows access has provided this functionality, and many customers have come to rely on it, either for opportunities or for cases, and sometimes for both.

    19 votes
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    5 comments  ·  Email  ·  Admin →
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    Released  ·  Connie responded

    Saving emails to opps is now available in our Summer Release for Web Access and CRM Live!

  8. Saving emails with attachments

    There should be something visual to let the user know that the email saved in the documents tab has an attachment. Currently we need to open each one at a time.

    65 votes
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    2 comments  ·  Email  ·  Admin →
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  9. Store emails in its own tab outside of Documents

    Right now, emails are are stored in the documents section. It would help tremendously if emails can have its own tab and be viewable like Notes (sorting by date, etc.)

    49 votes
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    7 comments  ·  Email  ·  Admin →
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    Released  ·  Connie responded

    This is now available in our Summer Release as part of the Customer Timeline – History Tab feature. In Group and Enterprise Web Access and CRM Live!

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